Download Applied Materials FACTSHEET

Applied Materials FACTSHEET
Third Quarter Fiscal 2010
ABOUT
COMPANY PROFILE
Applied Materials, Inc. (Nasdaq:AMAT) is the global leader in Nanomanufacturing
Technology™ solutions with a broad portfolio of innovative equipment, service and software
products for the fabrication of semiconductor chips, flat panel displays, solar photovoltaic
cells, flexible electronics and energy efficient glass. At Applied Materials, we apply
Nanomanufacturing Technology to improve the way people live.
Founded in 1967, Applied Materials creates and commercializes the nanomanufacturing
technology that helps produce virtually every semiconductor chip and flat panel display
in the world. Our service products improve yield enhancement and increase
nanomanufacturing productivity. Today, our expertise is also being used in solar
photovoltaic (PV) panels that turn abundant sunlight into clean electricity.
CORE COMPETENCIES
REPORTING SEGMENTS
Applied Materials is the number one equipment
supplier to the semiconductor, liquid crystal
display (TFT-LCD) and solar PV industries. We
achieved this leadership by focusing on three
core competencies:
Silicon Systems
1.
Thin films engineering
Thin films are used to create electronic
structures as small as 1/2,000th the width of
a human hair. These films are formed,
deposited, shaped and measured by patented
Applied Materials processes and tools that
provide near-atomic levels of precision and
control.
2. Commercializing sophisticated systems
Applied creates sophisticated manufacturing
systems for ultra-high volume manufacturing
and efficiency that drive down the cost of
electronic devices.
3. Global reach
Applied has the intellectual capital, financial
resources and capability to help customers
integrate and manufacture advanced
technology around the world.
Ticker:
Nasdaq: AMAT
Market Cap*:
$15.8 billion
Fiscal 2009 Revenue:
$5.0 billion
Fiscal 2009 R&D:
$934 million
Founded:
November 10, 1967
Headquarters:
Santa Clara, California
Global Presence:
92 locations in
21 countries
Manufacturing:
China, Germany,
Israel, Italy, Singapore,
Switzerland, Taiwan,
United States
Employees*:
~13,000 worldwide
Patents:
7,600 issued
• Number one equipment supplier to the global
semiconductor industry
• Pursuing further growth opportunities in the
inspection and etch segments
Display
• Number one equipment supplier to the global
TFT-LCD industry
• Using expertise in depositing thin films on
large-scale glass panels to lower the cost of
thin film solar PV
Energy and Environmental Solutions
• Number one equipment supplier to the solar
PV industry
• Strong growth prospects in emerging areas
including LED lighting and energy storage
Applied Global Services
• Provides semiconductor, display and solar
customers with solutions that maximize
output and efficiency
• Broadest services portfolio in the industries
served with new growth opportunities in solar
INFORMATION
Investor Relations
[email protected]
408.748.5227
Corporate Media Relations
[email protected]
408.563.5300
Product Media Relations
408.563.6209
Web Site
www.appliedmaterials.com
*As of August 01, 2010
Fiscal year-end October 2009
APPLIED MATERIALS FACTSHEET — Third Quarter Fiscal 2010
APPLIED MATERIALS HAS:
CONSOLIDATED FINANCIAL STATEMENT ($MILLIONS)*
• Strong balance sheet with low debt and
Income Statement
liquidity of ~$3 billion in cash,
cash equivalents and investments
as of October 25, 2009.
• Over 40 years of experience navigating
market cycles to preserve capital while
investing for the future, even during the
recent unprecedented industry
downturn.
• Quarterly cash dividend and a flexible
stock buyback program that returns
excess cash to stockholders.
2009
2008
2007
2006
2005
$5,013.6
$8,129.2
$9,734.9
$9,167.0
$6,991.8
Gross Margin %
28.5
42.4
46.1
46.8
44.1
RD&E %
18.6
13.6
11.7
12.6
13.5
SG&A %
14.7
11.9
9.8
9.9
10.0
Net Sales
Balance Sheet
Cash, Cash Equivalents
& Investments
$3,266.9
$3,467.7
$3,732.0
$3,212.2
$5,985.2
Accounts Receivable
$1,041.5
$1,691.0
$2,049.4
$2,026.2
$1,615.5
Inventories
$1,627.5
$1,987.0
$1,313.2
$1,406.8
$1,034.1
Total Assets
$9,574.2
$11,006.3
$10,662.3
$9,480.8
$11,269.2
Total Current Liabilities
$1,939.5
$2,945.6
$2,381.6
$2,436.0
$1,765.4
$7,094.6
$7,549.0
$7,821.4
$6,651.4
$8,928.5
Total Stockholders Equity
*Fiscal year end: Last Sunday in October
OPERATING INCOME (LOSS)
($ Millions)
385.8
172.9
182.7
116.3
Q4'09
Q1'10
Q3 FY2010
REVENUE BY SEGMENT
$2.52 Billion
EES
$387M
Display
$216M
Q2'10
Q3'10
Silicon
$1,447M
AGS
$468M
Q3 FY2010
n Dividends
ORDERS BY GEOGRAPHY
$2.72 Billion
n Share Repurchase
n Accelerated Share
SEAsia
9% N. America
Repurchase
13%
China
15%
Europe
9%
Japan
8%
Taiwan
27%
Past performance does not guarantee future results.
©2010 Applied Materials and Applied Materials logo are registered trademarks of Applied Materials, Inc. August, 2010
Korea
19%